Heritage Oak Wealth Advisors LLC CORE SCIENTIFIC INC NEW Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025
Number of Shares
753,516
Previous 753,846 0.04%
Holding current value
$13.5 Billion
Previous $12.9 Billion 5.05%
% of portfolio
4.91%
Previous 4.97%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
N/A
-330 Reduced 0.04%
753,516 $13.5 Billion
Q2 2025

Jul 15, 2025
BUY
N/A
17,709 Added 2.41%
753,846 $12.9 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
2,985 Added 0.41%
736,137 $5.33 Billion
Q4 2024

Feb 05, 2025
BUY
N/A
733,152 New
733,152 $10.3 Billion
Q2 2024

Aug 28, 2024
BUY
N/A
250,916 New
250,916 $2.33 Billion
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